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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Steven L. Johnson who wrote (290)	3/24/1998 6:28:00 PM
From: Rick	Respond to of 4509

Anybody have any thoughts on the new release 7.5 to be introduced soon. There has not been alot of discussion about this here. I would imagine that if customers embrace it, there is alot of potential revenue in the upgrade wave. The last significant Peoplesoft release was last fall, but it was only a technical release, so not quite as exciting as new functional capabilities. I just noticed the press release about some shin-dig presentations for media and customers. I wonder whether the release has the possibility of generating attention and might pump the stock a bit. Any thoughts ? Anybody close to the situation know how the release testing is going ? on target, customers will love it ? Rick.

To: Steven L. Johnson who wrote (290)	3/25/1998 5:38:00 AM
From: Mr Logic	Respond to of 4509

Steven you make a good case. I agree that there are future spoils in existing customers, expanding the footprint. That is one reason why it is important to have the greatest market share. Follow on business is typically easier (cheaper) to transact, though generally at a rather lower revenue figure a spread over time. The sales force is incented to get the big revenue # up front. There will be plenty of follow on business for all the ERP vendors. My observation is that the past 2-3 years has seen a distortion of the market - the BPR movement supported by consultants looking for big implemetation revenues, the Y2K pressure/excuse to do something, and the availability of a feasible alterative to maiframe/bespoke systems. If like me you feel this has distorted the market significantly, then it means the underlying growth we will return to will be less. In this scenario it is very likely that the numbers will be missed as this wave declines, and until the underlying growth rate settles down.